Protecting Assets

If you want to protect your assets across generations, then it may be appropriate to consider including trusts in your Will. Our asset protection Solicitors can help guide you through this legal process to ensure that your assets will transfer smoothly from one generation to the next.

One common scenario is a client wishing to provide for their Partner during his or her lifetime, while ensuring that after the surviving Partner’s death the assets pass down to the children. This type of situation involves the use of a trust and is often a concern and complication for clients with children from a previous relationship.

A discretionary trust may also be included, which is an incredibly flexible device that preserves the opportunity for tax planning following your death, in light of the tax rules and family circumstances applicable at that time.

A few reasons for creating trusts in your Will:

  • To prevent funds from being spent unwisely by a beneficiary
  • To protect funds from future divorce or bankruptcy of a beneficiary
  • To protect against assets passing out of the family if a surviving spouse were to remarry
  • To provide for minor children
  • To provide for disabled persons
  • To provide for vulnerable beneficiaries
  • To keep assets within the pool of direct descendants
  • To protect Inheritance Tax relief on assets that are exempt, such as business or agricultural assets
  • To minimise Inheritance Tax payable by your estate
  • Inheritance Tax planning to qualify for the Residence Nil Rate Band
  • Second generation Inheritance Tax planning

Expert Asset Protection Solicitors

Our expert asset protection Solicitors have extensive experience in helping clients resolve legal matters and obtain the best outcome. We can advise on the best trust structures you’re your Will, as well as assist with setting up the Will Trust you client die and administering the Will Trust long term if necessary.

We can also act as Trustees if required.

Get in touch with the team to find out more about how we can help, guide and assist you in a range of matters and requirements.

Our Experts

Carla Brown

Partner, Solicitor and Head of Wills, Trusts & Probate

View All Experts
Andy Kirby

Private Client Consultant

View All Experts
Rebecca Suthers

Senior Associate & Chartered Legal Executive

View All Experts
Nicola Hall

Associate Solicitor

View All Experts
Marie Pethen

Associate & Private Client Executive

View All Experts
Katy Sewell

Associate Solicitor

View All Experts
Paul Naser

Consultant Solicitor

View All Experts
Rose-Marie Stone


View All Experts
Louise Sutton

Chartered Legal Executive

View All Experts
Jo Tout

Associate & Probate Executive

View All Experts
Diane Vincent

Chartered Legal Executive

View All Experts
Samantha Barratt-Habgood

Legal Assistant

View All Experts
Corinne Bowerman-Watson

Wills, Trusts & Probate Assistant

View All Experts
Jennifer Dinsdale

Chartered Legal Executive

View All Experts
Emma Fidler


View All Experts
Kim Houston


View All Experts
Samantha Laird

Personal Assistant

View All Experts
Amanda Vanson


View All Experts

Here to help

Our specialist teams can provide full service legal advice and assistance, providing practical and cost-effective solutions.

Our offices

302 Charminster Road Bournemouth Dorset BH8 9RU
01202 525333 Contact
Office 320 107 – 111 Fleet Street London EC4A 2AB
02039 784720 Contact
14a Haven RoadCanford Cliffs, Poole Dorset BH13 7LP
01202 709898 Contact
Monmouth Court Southampton Road, Ringwood Hampshire BH24 1HE
01425 484848 Contact
55 High Street Swanage Dorset BH19 2LT
01929 422233 Contact
39a East Street Wimborne Dorset BH21 1DX
01202 057676 Contact